Data Transfer from Broker

Sharesight features
1

Hi
I am new to Sharesight. I signed up today. I want to transfer date from Interactive Brokers having completed what was asked I dont see anything listed in the Sharesight account. Does it take time to populate the account, or have I done something wrong?

1 Like
2

@Warwick welcome to the community! :wave:

With the IB integration, this one only imports the previous 7 days of historical trades. To import your trading history outside of this range, follow the below steps:

  1. Log into your Sharesight account and IB-linked portfolio
  2. Click the Brokers menu at the top of the page
  3. In the search bar, type Interactive Brokers
  4. Follow the directions to download your trades from IB
  5. Upload your file and follow the prompts to import your trades

Note, we only support regular buying and selling, so trades such as call and put options will not import.

1 Like